The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUITY BRANDS INC COM 00508Y102 3,286 13,251 SH   DFND 1,2 13,251 0 0
AECOM COM 00766T100 2,176 68,486 SH   DFND 1,2 68,486 0 0
ALBEMARLE CORP COM 012653101 5,437 68,554 SH   DFND 1,2 68,554 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,793 98,937 SH   DFND 1,2 98,937 0 0
AMERICAN WOODMARK CORP COM 030506109 1,693 25,504 SH   DFND 1,2 25,504 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 4,042 94,237 SH   DFND 1,2 94,237 0 0
ASHLAND INC NEW COM 044209104 2,008 17,492 SH   DFND 1,2 17,492 0 0
AVERY DENNISON CORP COM 053611109 1,389 18,583 SH   DFND 1,2 18,583 0 0
BALL CORP COM 058498106 4,841 66,962 SH   DFND 1,2 66,962 0 0
BEACON ROOFING SUPPLY INC COM 073685109 3,187 70,091 SH   DFND 1,2 70,091 0 0
BERRY PLASTICS GROUP INC COM 08579W103 3,863 99,432 SH   DFND 1,2 99,432 0 0
BONANZA CREEK ENERGY INC COM 097793103 962 478,588 SH   DFND 1,2 478,588 0 0
CABOT OIL & GAS CORP COM 127097103 10,359 402,436 SH   DFND 1,2 402,436 0 0
CAL MAINE FOODS INC COM NEW 128030202 8,130 183,429 SH   DFND 1,2 183,429 0 0
CALLON PETE CO DEL COM 13123X102 1,291 114,995 SH   DFND 1,2 114,995 0 0
CALPINE CORP COM NEW 131347304 4,256 288,510 SH   DFND 1,2 288,510 0 0
CAMECO CORP COM 13321L108 1,678 152,824 SH   DFND 1,2 152,824 0 0
CANADIAN NAT RES LTD COM 136385101 2,845 92,263 SH   DFND 1,2 92,263 0 0
CANADIAN PAC RY LTD COM 13645T100 3,419 26,566 SH   DFND 1,2 26,566 0 0
CHESAPEAKE ENERGY CORP COM 165167107 1,578 368,605 SH   DFND 1,2 368,605 0 0
CHEVRON CORP NEW COM 166764100 3,944 37,625 SH   DFND 1,2 37,625 0 0
CIMAREX ENERGY CO COM 171798101 15,172 127,158 SH   DFND 1,2 127,158 0 0
CINTAS CORP COM 172908105 4,342 44,245 SH   DFND 1,2 44,245 0 0
CLEAN ENERGY FUELS CORP COM 184499101 1,459 420,375 SH   DFND 1,2 420,375 0 0
CLEAN HARBORS INC COM 184496107 1,686 32,355 SH   DFND 1,2 32,355 0 0
CMS ENERGY CORP COM 125896100 4,269 93,078 SH   DFND 1,2 93,078 0 0
CNH INDL N V SHS N20944109 1,088 152,154 SH   DFND 1,2 152,154 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 1,616 180,351 SH   DFND 1,2 180,351 0 0
CONSOL ENERGY INC COM 20854P109 3,773 234,486 SH   DFND 1,2 234,486 0 0
CONTINENTAL RESOURCES INC COM 212015101 6,404 141,471 SH   DFND 1,2 141,471 0 0
COOPER STD HLDGS INC COM 21676P103 2,015 25,510 SH   DFND 1,2 25,510 0 0
DANAHER CORP DEL COM 235851102 7,861 77,833 SH   DFND 1,2 77,833 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,898 52,368 SH   DFND 1,2 52,368 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,054 88,300 SH   DFND 1,2 88,300 0 0
DRIL-QUIP INC COM 262037104 915 15,659 SH   DFND 1,2 15,659 0 0
DTE ENERGY CO COM 233331107 4,285 43,231 SH   DFND 1,2 43,231 0 0
DYCOM INDS INC COM 267475101 5,938 66,153 SH   DFND 1,2 66,153 0 0
DYNEGY INC NEW DEL COM 26817R108 5,656 328,098 SH   DFND 1,2 328,098 0 0
ECLIPSE RES CORP COM 27890G100 160 47,859 SH   DFND 1,2 47,859 0 0
ENCANA CORP COM 292505104 4,174 536,742 SH   DFND 1,2 536,742 0 0
ENERGEN CORP COM 29265N108 4,729 98,087 SH   DFND 1,2 98,087 0 0
ENERPLUS CORP COM 292766102 12,023 1,826,018 SH   DFND 1,2 1,826,018 0 0
EP ENERGY CORP CL A 268785102 1,180 227,860 SH   DFND 1,2 227,860 0 0
F M C CORP COM NEW 302491303 2,555 55,180 SH   DFND 1,2 55,180 0 0
FTI CONSULTING INC COM 302941109 3,728 91,630 SH   DFND 1,2 91,630 0 0
GENERAL DYNAMICS CORP COM 369550108 2,238 16,070 SH   DFND 1,2 16,070 0 0
GENERAL ELECTRIC CO COM 369604103 10,433 331,430 SH   DFND 1,2 331,430 0 0
GULFPORT ENERGY CORP COM NEW 402635304 9,909 316,993 SH   DFND 1,2 316,993 0 0
HALLIBURTON CO COM 406216101 5,999 132,460 SH   DFND 1,2 132,460 0 0
HESS CORP COM 42809H107 7,536 125,389 SH   DFND 1,2 125,389 0 0
HONEYWELL INTL INC COM 438516106 2,815 24,202 SH   DFND 1,2 24,202 0 0
HUBBELL INC COM 443510607 2,604 24,690 SH   DFND 1,2 24,690 0 0
HUNTSMAN CORP COM 447011107 2,561 190,410 SH   DFND 1,2 190,410 0 0
JETBLUE AIRWAYS CORP COM 477143101 4,595 277,472 SH   DFND 1,2 277,472 0 0
JOY GLOBAL INC COM 481165108 2,540 120,170 SH   DFND 1,2 120,170 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,386 37,584 SH   DFND 1,2 37,584 0 0
KAR AUCTION SVCS INC COM 48238T109 7,713 184,787 SH   DFND 1,2 184,787 0 0
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 1,904 123,488 SH   DFND 1,2 123,488 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 11,787 159,171 SH   DFND 1,2 159,171 0 0
MARATHON OIL CORP COM 565849106 2,275 151,550 SH   DFND 1,2 151,550 0 0
MARTIN MARIETTA MATLS INC COM 573284106 4,368 22,751 SH   DFND 1,2 22,751 0 0
MONSANTO CO NEW COM 61166W101 1,716 16,598 SH   DFND 1,2 16,598 0 0
NAVISTAR INTL CORP NEW COM 63934E108 1,615 138,141 SH   DFND 1,2 138,141 0 0
NEWFIELD EXPL CO COM 651290108 17,876 404,621 SH   DFND 1,2 404,621 0 0
NOBLE ENERGY INC COM 655044105 8,173 227,857 SH   DFND 1,2 227,857 0 0
NORDSON CORP COM 655663102 1,254 15,000 SH   DFND 1,2 15,000 0 0
NRG ENERGY INC COM NEW 629377508 3,220 214,834 SH   DFND 1,2 214,834 0 0
OASIS PETE INC NEW COM 674215108 1,518 162,498 SH   DFND 1,2 162,498 0 0
OIL STS INTL INC COM 678026105 1,539 46,819 SH   DFND 1,2 46,819 0 0
PIONEER NAT RES CO COM 723787107 19,788 130,866 SH   DFND 1,2 130,866 0 0
POTASH CORP SASK INC COM 73755L107 3,239 199,425 SH   DFND 1,2 199,425 0 0
QEP RES INC COM 74733V100 9,526 540,343 SH   DFND 1,2 540,343 0 0
RANGE RES CORP COM 75281A109 5,941 137,723 SH   DFND 1,2 137,723 0 0
RICE ENERGY INC COM 762760106 3,389 153,781 SH   DFND 1,2 153,781 0 0
ROPER TECHNOLOGIES INC COM 776696106 4,468 26,198 SH   DFND 1,2 26,198 0 0
RSP PERMIAN INC COM 74978Q105 7,943 227,646 SH   DFND 1,2 227,646 0 0
RYDER SYS INC COM 783549108 5,063 82,816 SH   DFND 1,2 82,816 0 0
SABRE CORP COM 78573M104 6,204 231,564 SH   DFND 1,2 231,564 0 0
SCHLUMBERGER LTD COM 806857108 3,505 44,322 SH   DFND 1,2 44,322 0 0
SCORPIO TANKERS INC SHS Y7542C106 596 141,997 SH   DFND 1,2 141,997 0 0
SEADRILL LIMITED SHS G7945E105 873 269,404 SH   DFND 1,2 269,404 0 0
SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 836 12,248 SH   DFND 1,2 12,248 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4,288 81,716 SH   DFND 1,2 81,716 0 0
SEMGROUP CORP CL A 81663A105 2,806 86,170 SH   DFND 1,2 86,170 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 3,465 87,053 SH   DFND 1,2 87,053 0 0
SHERWIN WILLIAMS CO COM 824348106 4,182 14,242 SH   DFND 1,2 14,242 0 0
SNAP ON INC COM 833034101 7,489 47,453 SH   DFND 1,2 47,453 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 2,657 107,495 SH   DFND 1,2 107,495 0 0
SOUTHWEST AIRLS CO COM 844741108 1,959 49,959 SH   DFND 1,2 49,959 0 0
STEEL DYNAMICS INC COM 858119100 1,735 70,824 SH   DFND 1,2 70,824 0 0
SUNCOR ENERGY INC NEW COM 867224107 4,575 164,986 SH   DFND 1,2 164,986 0 0
SYNERGY RES CORP COM 87164P103 5,751 863,454 SH   DFND 1,2 863,454 0 0
TECK RESOURCES LTD CL B 878742204 3,272 248,455 SH   DFND 1,2 248,455 0 0
TRANSOCEAN LTD REG SHS H8817H100 3,805 319,984 SH   DFND 1,2 319,984 0 0
TRINSEO S A SHS L9340P101 2,355 54,863 SH   DFND 1,2 54,863 0 0
U S G CORP COM NEW 903293405 3,420 126,861 SH   DFND 1,2 126,861 0 0
UNITED STATES STL CORP NEW COM 912909108 2,326 137,956 SH   DFND 1,2 137,956 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,635 15,943 SH   DFND 1,2 15,943 0 0
VALE S A ADR 91912E105 1,943 383,910 SH   DFND 1,2 383,910 0 0
VULCAN MATLS CO COM 929160109 5,792 48,119 SH   DFND 1,2 48,119 0 0
WESCO INTL INC COM 95082P105 1,009 19,603 SH   DFND 1,2 19,603 0 0
WILLIAMS COS INC DEL COM 969457100 3,321 153,552 SH   DFND 1,2 153,552 0 0
XPO LOGISTICS INC COM 983793100 1,419 54,033 SH   DFND 1,2 54,033 0 0